Demo environment — all data is fictional
TechBearing
AR
Back to customers
77

SilverOak Partners

Investment Management

enterprise
Primary Contact

Blake Nguyen

Contract Value

$195,000

Renewal Date

Feb 28, 2025

Active Outcomes

1

Recent Activity

Competitor mentioned in conversation

Blake casually mentioned they're being courted by DataPath Solutions. Need to address.

about 1 year ago

Value realization report delivered

Shared comprehensive report showing $1.2M in realized value over the past year.

about 1 year ago

Commitments

Create SilverOak competitive differentiation deck

overdueJan 22
Orin
Your thinking partner

Hi Alex. What would you like to explore?

4:56 AM

Demo mode: Orin responses are scripted